Microsoft Power Automate: Beginner’s Guide

🔄 Microsoft Power Automate

Do you wish you could stop doing boring, repetitive computer tasks like sending emails or copying files? With Microsoft Power Automate, you can make your apps do that work for you—automatically!

This guide will walk you through what Power Automate is, how it works, and real-life examples of what you can do with it—even if you're not a tech expert.


🧠 What is Microsoft Power Automate?

Microsoft Power Automate is a free (and powerful) tool that helps you automate everyday tasks. Instead of doing things manually, you can set up simple rules—called flows—that do the work for you.

💡 Real-life example:

Imagine every time your manager emails you an attachment, you have to:

  • Open the email
  • Download the file
  • Save it to a folder in OneDrive or SharePoint

With Power Automate, you can set this to happen automatically. You don’t have to lift a finger!


🔁 What is a “Flow”?

A flow is a step-by-step rule you set up in Power Automate. It usually follows this pattern:

  • Trigger – What starts the flow (e.g., receiving an email)
  • Action – What should happen next (e.g., save attachment to a folder)

💡 Real-life example:

Trigger: When a new response is submitted in Microsoft Forms
Action: Add the response to an Excel spreadsheet and send a thank-you email to the person


🛠️ 3 Main Types of Flows

1. Automated Flows

  • These run automatically when something happens.

🟢 Example:

You receive an email with an invoice → Power Automate saves the attachment to a “Finance” folder in OneDrive


2. Instant Flows

  • You start them by clicking a button.

🟢 Example:

You click a button in your Power Automate mobile app to send a "Running Late" message to your team


3. Scheduled Flows

  • These run on a set time (like daily or weekly).

🟢 Example:

Every morning at 9 AM → Power Automate sends you a list of today’s calendar events in Microsoft Teams


🔗 Popular Apps You Can Connect

Power Automate works with hundreds of apps. Some common ones:

Microsoft AppsOther Apps
OutlookGoogle Drive
ExcelDropbox
TeamsTwitter
SharePointTrello
OneDriveSlack
PlannerGmail

🔍 Step-by-Step: How to Use Power Automate

✅ Step 1: Go to the Website

Visit 👉 https://flow.microsoft.com

Sign in with your Microsoft account (like your work or school login).


✅ Step 2: Choose a Template

You’ll see hundreds of ready-to-use templates. These are pre-built flows you can use with one click.

🟢 Example Template:

“Save Office 365 email attachments to OneDrive”
👉 You click it → sign in to Outlook and OneDrive → Done!


✅ Step 3: Customize the Flow

You can change the settings, like:

  • Which folder to save files in
  • Who gets the email
  • What message is sent

No coding needed—just click and type!


✅ Step 4: Save and Test

Once you’re happy, click "Save". Then run a test to make sure everything works.

Power Automate will even show you what happened at each step.


🧠 Real-Life Examples You Can Use Today

🔹 1. Daily To-Do Summary via Email

  • Every morning at 8 AM, Power Automate sends you a summary of your tasks from Microsoft To Do or Planner.

🔹 2. Auto-Save Attachments

  • When someone emails you a file (e.g. monthly reports), it’s saved straight to a SharePoint or OneDrive folder.

🔹 3. Form to Excel

  • When someone fills out your Microsoft Form, the response is automatically added to an Excel sheet. Great for event registrations or surveys.

🔹 4. Team Notifications

  • When a file is uploaded to SharePoint, send a message in Microsoft Teams to notify your team.

🔹 5. Social Media Posting

  • When you post a blog on WordPress, automatically share it on Twitter and LinkedIn.

✨ Why Use Power Automate?

BenefitWhat it Means for You
Saves timeNo more repeating the same task every day
Reduces mistakesNo forgetting to send emails or save files
Increases productivityFocus on bigger things, not tiny tasks
Easy to useNo need to be a programmer

📦 Bonus Tip: Try This Starter Flow

Flow Name: Get a daily quote on Microsoft Teams

Set it to send you a motivational quote every morning in Teams to start your day with a smile 😊


📝 Final Words

Power Automate is like having your own personal assistant—one that never sleeps! You don’t need to be technical to start automating your work and saving hours each week.

Start with one small flow. See how it works. Then build more!